Client Services Specialist

Job Type Full-time Description Join us as a Client Service Specialist and be a part of a collaborative and client-focused team that aims to exceed expectations and drive positive client experiences at LINQ Services. This position is based out of a LINQ office in either Baltimore or Pittsburgh, working at least three days in office a week. The Client...

Genesis10 is currently seeking a Client Services Specialist with our financial services client in Pittsburgh, PA. This is a six-month + contract-to-hire position. This position will require working onsite 5 days a week. Compensation: $20.00 - $22.00 per hour, W2, depending on skill and experience level. ResponsibilitiesAssist multiple Operations teams who...

About the RoleAs a Client Service Specialist (CSS) at Golden Reserve, you will be responsible for managing our entire back-end client sales process, including building client roadmaps and facilitating start-to-finish insurance application execution. You will work closely with our CSS Team to drive business growth and deliver exceptional client experiences.

CyberCoders is committed to delivering exceptional services and solutions to its clients. As a Client Relationship Specialist, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and ensuring customer satisfaction.The ideal candidate will have a proven track record of success in...

About the Position:The Service Coordinator I is an exciting opportunity for a motivated professional to join our team at UPMC Western Behavioral Health. As a key member of our staff, you will work directly with clients, families, and other stakeholders to provide comprehensive service coordination.Job Summary:This position requires a strong understanding of...

Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our...

We are seeking a highly skilled and customer-focused Client Experience Specialist to join our team at Anthony Cecchini - State Farm Agent.The successful candidate will be responsible for:Providing exceptional customer service and supportAssisting clients with policy changes and updatesProcessing insurance claims and following up with clientsMaintaining...

Fort Pitt Capital Group a division of Kovitz Wealth Management is actively looking for a Client Relationship Specialist (CRS) to join our Client Service team in Pittsburgh, PA. The CRS handles operational and administrative tasks involved with financial planning and the wealth management process. They also work directly with a financial advisor supporting...

Job Description Job Description Are you a motivated leader with a passion for client service, team development, and process improvement? Signature Wealth, a leading independent financial planning and wealth management firm, is seeking a Client Services Supervisor to join our dynamic team.At Signature Wealth, we pride ourselves on our collaborative,...

Job Description Job Description Are you a motivated leader with a passion for client service, team development, and process improvement? Signature Wealth, a leading independent financial planning and wealth management firm, is seeking a Client Services Manager to join our dynamic team.At Signature Wealth, we pride ourselves on our collaborative,...

Harrison Gray Search has partnered with a family-owned insurance brokerage seeking a Client Support Specialist for Strategic Accounts .Our client emphasizes doing what is right for its clients and colleagues, earning their nomination as a Top Workplace in the Pittsburgh, PA area. Position Summary The Client Support Specialist (CSS) is responsible for...

We're seeking a highly skilled Client Experience Specialist to join our team at Bank of America.This role is responsible for delivering exceptional client experiences across all touchpoints, from initial contact to ongoing engagement. The ideal candidate will be passionate about delivering outstanding service, have a keen eye for detail, and be able to build...

The Opportunity: Founded by former SEC examiners and state regulators, ACA is a leading provider of compliance advisory services and regulatory technology solutions. The RegTech business delivers regulatory, investment, cybersecurity, and risk technology to over 3,500 firms. Our clients include leading hedge funds, private equity funds, pension funds, asset...

We are committed to providing top-tier financial services to our clients, and we believe that our success starts with exceptional talent. We are seeking a motivated and detail-oriented Client Services Associate to join our dynamic Wealth Management team in Pittsburgh. This role is your gateway into the exciting world of Wealth Management, offering...

Job Title: Client Services – Wealth ManagementWe are seeking a detail-oriented and highly organized Client Services Associate to assist multiple Operations teams that support Investment Management, banking, and loan products throughout the life of an account. This role will be integral in supporting client-facing teams nationwide with cash disbursements...

Who we are…At Carson Wealth, we believe money can create freedom that allows you to pursue what is most important in life now and in the future. We are a specialized Wealth Management Firm serving retirees, business owners, executives, and their families. Carson Wealth Pittsburgh is an owner-owned firm with an experienced team of CFP's, CFA's, CPAs, and...

Job Title: Client Services – Wealth Management We are seeking a detail-oriented and highly organized Client Services Associate to assist multiple Operations teams that support Investment Management, banking, and loan products throughout the life of an account. This role will be integral in supporting client-facing teams nationwide with cash...

A Day in the Life:As a Client Service Representative at H&R Block, you will be immersed in an exceptional work environment that values diversity, inclusion, and employee well-being. Your primary focus will be on delivering top-notch client service, ensuring seamless communication, and building strong relationships with colleagues and clients alike.Your Key...

Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. n Position Title: Client Services Associate Business Unit: Private Banking Reports To: Varies Based on Assignment Position Overview: This position is primarily responsible for assisting the Private Bankers and Private...

Job Description Help at Home is hiring a Client Service SupervisorThis is a hybrid role with 4 days in-office, 1 day work from home per week.Job Summary:The Client Service Supervisor may, where permitted, develop, and monitor appropriate care plans to ensure clients receive quality care while serving as the primary liaison between clients, homecare aides,...